Senior Wealth Management Client Services Lead

Morgan Stanley; Purchase (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. As senior members of the service team, they build trusted relationships and focus on delivering an exceptional client experience.

The role involves assisting in areas such as digital marketing, portfolio holdings and proposal tools, with duties spanning client support, business development and operational support to deliver a

Qualifications

• Participation in client and/or prospective client meetings represents the service lens.
• Engagement in firm initiatives, trainings, or special projects directed by local management.
• Strong leadership, teamwork and client service capabilities.
• Knowledge of financial products including equities, bonds, funds and annuities.
• Proficiency with MS Office, especially Excel.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with partners.
• Support client-related meetings, tracking follow-ups and ensuring timely service.
• Assist with marketing activities, digital strategies and client communications.
• Prepare client reports and financial plans from firm-approved systems.

Skills

Leadership

Financial products knowledge

MS Excel

Writing skills

Interpersonal skills

Teamwork

Multi-tasking

Adaptability

Client service

Education

Education and/or Experience

Firm initiatives participation

Job description

Morgan Stanley Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. As senior members of the service team, they build trusted relationships and focus on delivering an exceptional client experience.

The role involves assisting in areas such as digital marketing, portfolio holdings and proposal tools, with duties spanning client support, business development and operational support to deliver a